Welch & Forbes’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
|
|||||
|
2025
Q1 | $321K | Sell |
|
|||||
|
2024
Q4 | $337K | Buy |
|
|||||
|
2024
Q3 | $289K | Buy |
|
|||||
|
2024
Q2 | $327K | Sell |
|
|||||
|
2024
Q1 | $415K | Hold |
|
|||||
|
2023
Q4 | $395K | Hold |
|
|||||
|
2023
Q3 | $315K | Sell |
|
|||||
|
2023
Q2 | $329K | Buy |
|
|||||
|
2023
Q1 | $295K | Buy |
|
|||||
|
2022
Q4 | $455K | Hold |
|
|||||
|
2022
Q3 | $392K | Hold |
|
|||||
|
2022
Q2 | $345K | Buy |
|